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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2000-11-10 |
Branch Locations
4699 N Mesa St, El Paso, TX 79912 • United States
El Paso, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith | El Paso | TX | 08/2000 | Present |
| Bank Of America, N.A. | El Paso | TX | 08/2011 | Present |
I*2707302, Entity Type: Entity Charitable, Name of OBA: YWCA of El Paso Foundation, Address: El Paso, Texas, 79902, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 10/14/2025, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties: The purpose of the Board of Trustees is to oversee the development and management of the YWCA of El Paso Foundation and to direct the efforts of the Development Committee. There is also an Investment Committee that is separate and not mandatory for all board members to participate. see Bylaws in Uploaded documents I*3210275 Entity Type: Entity Charitable Name of OBA: El Paso Chamber Address: El Paso, Texas, 79901 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 01/27/2026 Number of Hours: 6, Yearly Number of Hours during trading: 1, Yearly Duties: Leading business advocacy organization in El Paso region, dedicated to fostering job growth, economic expansion and elevating quality of life. serve in an advisory capacity for the board and as an advocate for the community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-09 |
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